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icono de VCV

Invesco California Value Municipal Income Trust
VCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 11.7 M -USD 59 k -6,312 -0.5%
Guggenheim Capital
2
Guggenheim Capital
Illinois
USD 7.84 M +USD 471 k +50,394 +6%
Logan Stone Capital
3
Logan Stone Capital
Illinois
USD 4.65 M +USD 1.6 M +170,924 +45%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 4.39 M +USD 647 k +69,305 +15%
UBS Group
5
UBS Group
Switzerland
USD 3.97 M -USD 501 k -53,605 -10%
Beach Point Capital Management
6
Beach Point Capital Management
California
USD 3.14 M +USD 456 k +48,867 +15%
Hennion & Walsh Asset Management
7
Hennion & Walsh Asset Management
New Jersey
USD 2.96 M +USD 599 k +64,137 +22%
Wells Fargo
8
Wells Fargo
California
USD 2.93 M +USD 552 k +59,095 +21%
AQR Arbitrage
9
AQR Arbitrage
Connecticut
USD 2.68 M +USD 941 k +100,797 +47%
Bank of America
10
Bank of America
North Carolina
USD 2.08 M -USD 94.9 k -10,158 -4%
Saba Capital Management
11
Saba Capital Management
New York
USD 1.67 M +USD 382 k +40,859 +26%
Advisors Asset Management
12
Advisors Asset Management
Colorado
USD 1.55 M +USD 276 k +29,511 +19%
Evoke Wealth
13
Evoke Wealth
California
USD 911 k – – –
Atria Wealth Solutions
14
Atria Wealth Solutions
New York
USD 910 k +USD 53.8 k +5,760 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 718 k +USD 7.24 k +775 +0.9%
Pacific Wealth Strategies Group
16
Pacific Wealth Strategies Group
California
USD 491 k -USD 263 k -28,160 -33%
Robinson Capital Management
17
Robinson Capital Management
Michigan
USD 480 k +USD 539 k +57,672 Nuevas
D.A. Davidson & Co
18
D.A. Davidson & Co
Montana
USD 405 k +USD 47.9 k +5,125 +12%
VCM
19
Vivaldi Capital Management
Illinois
USD 383 k -USD 6.79 k -727 -2%
Western Wealth Management
20
Western Wealth Management
Colorado
USD 370 k +USD 1.18 k +126 +0.3%
Raymond James & Associates
21
Raymond James & Associates
Florida
USD 366 k +USD 114 k +12,216 +39%
Mariner
22
Mariner
Kansas
USD 357 k -USD 123 k -13,136 -24%
Core Wealth Partners
23
Core Wealth Partners
California
USD 344 k – – –
Baird Financial Group
24
Baird Financial Group
Wisconsin
USD 330 k -USD 616 -66 -0.2%
Walleye Capital
25
Walleye Capital
New York
USD 329 k -USD 68.6 k -7,350 -16%
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